In this post, we will explain why and how to use customer reminders in Dynamics Business Central.

The purpose of Customer Reminders is to notify customers about overdue invoices, in addition, there could be an interest or additional fees charged to customers in speficic cases.

In receivable management, we can setup reminders for that purpose and define the business rules and policies needed in order to send and issue remidners to customers accordingly.

Reminder Terms

The first thing to be done is to create reminder terms, which defines the rules of the reminders, the levels, interest and fees posting behaviors and reminders text to be printed for the customers

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As illustrated above, you can define multiple reminder codes to be assigned to different customers. For instance, domenstic customers will have a specific remidner terms code (DOMESTIC) defining the rules and policies for remding domestic customers about overdue invoices. Meawnwhile, another reminder terms code can be created as (FOREIGN) for the foreign customers.

Remidner terms code should have the following:

  • Code
  • Description
  • Maximum number of reminders
  • Post Inreret
  • Post Additional Fee
  • Post Additional Fee per Line
  • Minimum Amount
  • Note about Line on Report

For every reminder terms code, there could be multiple levels defining the grade period, whether interest is to be calculated or not, additional fees amount and additional fee calculation type as illustrated below.

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The additional fee calculation determins how “Additional Fees” are calculated and it could have one of the following values for every level which are:

  • Fixed
  • Single Dynamic
  • Accumulated Dynamic

There are basically “additional fee setup” and “additional fee per line” that can be configured with both single and accumulated dynamic calculation type.

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Assigning Customers to Reminder Terms Code 

Once the remidner term code is defined, the next step is to assign a customer to a specific remidner terms code. This can be done from the customer card, from the “Payments Tab”

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Creating Reminders 

In order to create reminders, you can open the “reminders list” and click on “Create Reminders” process which will allows you to choose a date range, customer range … etc.

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Here are the created reminders, along with the line details showing on the reminder document:

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In the example above, reminder code doesn’t require any posting, which means that no reminder documents will be created on the customer ledger entry and posted to the GL accordingly.

Issuing Reminders

After finalizing the creation of reminders, they need to be “issued” and then sent to customers. To do so, click on the “Navigate” > “Issuing” > “Issue”

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Once issued, the reminders will be listed on the “Issued Reminders” list and can be sent to customers.

It is important to notice that this can be done for multiple remidners at the same time, it is not necessary to do a step by step for every customers, but rather this can be done for a mass list of customers at once.

 

Best Regards,
Mahmoud M. AlSaadi